Westlight Wealth

About Us

Westlight Wealth is my solo practice. I write the plan and manage the portfolio myself, so the person you meet on the first call is the person doing the work.

Most of my clients come to me in one of three situations. Equity compensation and concentrated stock, where a single employer holds too much of the balance sheet and the tax treatment decides what can be done about it. A retirement now inside ten years, where the question has moved from saving to drawing income without running out. Or money that has arrived all at once, through a company sale, an inheritance or a payout.

I am fee-only and a fiduciary. One annual advisory fee, tiered from 1.15% to 0.30% of assets under management, with financial planning included. No commissions, no product sales, no referral payments. The household minimum is $400,000.

Rounick Capital Management LLC, doing business as Westlight Wealth, is an investment adviser registered with the California Department of Financial Protection and Innovation, CRD 327385. Registration does not imply a certain level of skill or training.

Registered office in Venice. Client meetings by appointment at 100 Wilshire Blvd, Suite 700, Santa Monica. The first step is a complimentary 15-minute call.